Natural Alternatives International
NAII
25 hedge funds and large institutions have $14.8M invested in Natural Alternatives International in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
14% more funds holding
Funds holding: 22 → 25 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.05% less ownership
Funds ownership: 33.57% → 33.52% (-0.05%)
21% less capital invested
Capital invested by funds: $18.7M → $14.8M (-$3.88M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$132K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$41.2K |
| 3 |
LWM
Liberty Wealth Management
Oakland,
California
|
+$39.4K |
| 4 |
BlackRock
New York
|
+$33.5K |
| 5 |
Morgan Stanley
New York
|
+$31.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$180K |
| 2 |
CSC
Caldwell Sutter Capital
Sausalito,
California
|
-$62.1K |
| 3 |
Renaissance Technologies
New York
|
-$59.6K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$34.7K |
| 5 |
TWA
TCI Wealth Advisors
Tucson,
Arizona
|
-$18.5K |
NAII Hedge Fund Activity: Q2 2023 in Review
25 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Natural Alternatives International (NAII) for Q2 2023, worth a combined $14.8M — down 21% from $18.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NAII positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Empowered Funds, opening a new position worth an estimated $132K. The largest seller was Dimensional Fund Advisors, cutting an estimated $180K.
- 25 institutional investors held Natural Alternatives International (NAII) as of Q2 2023, up from 22 in Q1 2023.
- Funds reported $14.8M of Natural Alternatives International stock for Q2 2023, down 21% quarter-over-quarter.
- 4 funds opened new Natural Alternatives International positions in Q2 2023 and 1 closed out, a net change of +3 holders.
- The largest Natural Alternatives International buyer in Q2 2023 was Empowered Funds, an estimated $132K added.
- The largest Natural Alternatives International seller in Q2 2023 was Dimensional Fund Advisors, an estimated $180K sold.
Based on aggregated 13F filings for Q2 2023.